See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,624 | $27,641+7.2% | $61,373-51.7% | $68,494-56.7% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -15.46% | -13.24%-2.2pp | 338.61%-354.1pp | -7.84%-7.6pp |
| Employer contribution / active EE | $4,821 | $695+593.2% | $1,159+315.8% | $2,596+85.7% |
| Participant deferral / active EE | $1,738 | $1,263+37.6% | $2,125-18.2% | $4,027-56.8% |
| Admin fee / account holder | $222 | $2,010-88.9% | $2,130-89.6% | $5,403-95.9% |